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Showing 1 - 9 of 9 results for project information portal

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... Endorphin Wealth and Verse Wealth. Sauer said in a world of "get rich quick" schemes and limitless, often contradicting information online, the name Source Wealth and its motto, "your trusted source" was conceived as an antithesis to unreliable financial ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Cbus brings digital assets in-house

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... member engagement. Cbus chief technology officer Rob Pickering told Financial Standard the fund has been working on the project for over two years now. "We want to have that real single channel experience and we feel we are the best people to adapt to ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick Advice draws on information within the super fund's registry - powered by IRESS' Acurity platform - and allows members to set retirement objectives ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... been significant, and the process has taken over 12 months from conception, feedback, research and design to build. This project is as much about making the operations of our advice partners easier, as it has been about projected profit," Fabris said ...

New information chief for IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
IOOF is set to welcome a past Aviva Australia executive as its new chief information officer. Former Aviva chief information officer Sharam Hekmat joins IOOF from Ezidebit where he served in the role of chief technology officer. Hekmat has over 25 years' ...

New engagement tool for super funds

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
... data and predictive analytics to create an individual presentation that allows interactive exploration of account information in real-time. "The video is created as the individual interacts with it. We're not building canned videos and putting a million ...

Digital evolution highlighted at AIST awards

DARREN SNYDER  |  FRIDAY, 13 NOV 2015
... Outstanding fund staff member - Kelly Christodoulou (AustralianSuper) Best internalp: REST Industry Super - Project Information Portal (over $10 billion funds under management); LGS - Information Technology Strategy Project (under $10bn FUM) Best member ...

DST partners UK wealth manager

DARREN SNYDER  |  TUESDAY, 19 MAY 2015
... International Financial Data Services (IFDS), a 50/50 joint venture between DST and State Street Corporation. As part of that project, Old Mutual Wealth's UK retail platform business is being migrated on to Bluedoor, DST's back-office solution. The new ...
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